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Tcl

ETrade View Portfolio

See more ETrade Examples

Gets portfolio information for the selected brokerage account.

Chilkat Tcl Downloads

Tcl

load ./chilkat.dll

set success 0

# This requires the Chilkat API to have been previously unlocked.
# See Global Unlock Sample for sample code.

set http [new_CkHttp]

CkHttp_put_OAuth1 $http 1
CkHttp_put_OAuthVerifier $http ""
CkHttp_put_OAuthConsumerKey $http "ETRADE_CONSUMER_KEY"
CkHttp_put_OAuthConsumerSecret $http "ETRADE_CONSUMER_SECRET"

# Load the access token previously obtained via the OAuth1 Authorization
set jsonToken [new_CkJsonObject]

set success [CkJsonObject_LoadFile $jsonToken "qa_data/tokens/etrade.json"]
if {$success != 1} then {
    puts "Failed to load OAuth1 token"
    delete_CkHttp $http
    delete_CkJsonObject $jsonToken
    exit
}

CkHttp_put_OAuthToken $http [CkJsonObject_stringOf $jsonToken "oauth_token"]
CkHttp_put_OAuthTokenSecret $http [CkJsonObject_stringOf $jsonToken "oauth_token_secret"]

set sandboxUrl "https://apisb.etrade.com/v1/accounts/{$accountIdKey}/portfolio"
set liveUrl "https://api.etrade.com/v1/accounts/{$accountIdKey}/portfolio"

CkHttp_SetUrlVar $http "accountIdKey" "6_Dpy0rmuQ9cu9IbTfvF2A"

set resp [new_CkHttpResponse]

set success [CkHttp_HttpNoBody $http "GET" $sandboxUrl $resp]
if {$success == 0} then {
    puts [CkHttp_lastErrorText $http]
    delete_CkHttp $http
    delete_CkJsonObject $jsonToken
    delete_CkHttpResponse $resp
    exit
}

# Make sure a successful response was received.
if {[CkHttpResponse_get_StatusCode $resp] > 200} then {
    puts [CkHttpResponse_statusLine $resp]
    puts [CkHttpResponse_header $resp]
    puts [CkHttpResponse_bodyStr $resp]
    delete_CkHttp $http
    delete_CkJsonObject $jsonToken
    delete_CkHttpResponse $resp
    exit
}

# Sample XML response:

# Use this online tool to generate parsing code from sample XML: 
# Generate Parsing Code from XML

# <?xml version="1.0" encoding="UTF-8" standalone="yes"?>
# <PortfolioResponse>
#     <AccountPortfolio>
#         <accountId>83359700</accountId>
#         <Position>
#             <positionId>27005131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>BR</symbol>
#             </Product>
#             <symbolDescription>BR</symbolDescription>
#             <dateAcquired>-57600000</dateAcquired>
#             <pricePaid>0</pricePaid>
#             <commissions>0</commissions>
#             <otherFees>0</otherFees>
#             <quantity>10</quantity>
#             <positionIndicator>TYPE2</positionIndicator>
#             <positionType>LONG</positionType>
#             <daysGain>-2.7999</daysGain>
#             <daysGainPct>-1.3346</daysGainPct>
#             <marketValue>207</marketValue>
#             <totalCost>0</totalCost>
#             <totalGain>207</totalGain>
#             <totalGainPct>0</totalGainPct>
#             <pctOfPortfolio>0.0018</pctOfPortfolio>
#             <costPerShare>0</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>-0.28</change>
#                 <changePct>-1.3346</changePct>
#                 <lastTrade>20.70</lastTrade>
#                 <lastTradeTime>1343160240</lastTradeTime>
#                 <volume>431591</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/27005131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/BR</quoteDetails>
#         </Position>
#         <Position>
#             <positionId>4709131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>GLD</symbol>
#             </Product>
#             <symbolDescription>GLD</symbolDescription>
#             <dateAcquired>1335250800000</dateAcquired>
#             <pricePaid>1</pricePaid>
#             <commissions>5</commissions>
#             <otherFees>0</otherFees>
#             <quantity>2</quantity>
#             <positionIndicator>TYPE1</positionIndicator>
#             <positionType>LONG</positionType>
#             <daysGain>0.9799</daysGain>
#             <daysGainPct>0.3201</daysGainPct>
#             <marketValue>307.04</marketValue>
#             <totalCost>7</totalCost>
#             <totalGain>300.04</totalGain>
#             <totalGainPct>4286.2857</totalGainPct>
#             <pctOfPortfolio>0.0028</pctOfPortfolio>
#             <costPerShare>3.5</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>0.49</change>
#                 <changePct>0.3201</changePct>
#                 <lastTrade>153.52</lastTrade>
#                 <lastTradeTime>1343160000</lastTradeTime>
#                 <volume>6510878</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4709131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/GLD</quoteDetails>
#         </Position>
#         <Position>
#             <positionId>4729131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>MSFT</symbol>
#             </Product>
#             <symbolDescription>MSFT</symbolDescription>
#             <dateAcquired>1335250800000</dateAcquired>
#             <pricePaid>1</pricePaid>
#             <commissions>5</commissions>
#             <otherFees>0</otherFees>
#             <quantity>1</quantity>
#             <positionIndicator>TYPE2</positionIndicator>
#             <positionType>LONG</positionType>
#             <daysGain>-0.13</daysGain>
#             <daysGainPct>-0.4439</daysGainPct>
#             <marketValue>29.1499</marketValue>
#             <totalCost>6</totalCost>
#             <totalGain>23.1499</totalGain>
#             <totalGainPct>385.8333</totalGainPct>
#             <pctOfPortfolio>0.0002</pctOfPortfolio>
#             <costPerShare>6</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>-0.13</change>
#                 <changePct>-0.4439</changePct>
#                 <lastTrade>29.15</lastTrade>
#                 <lastTradeTime>1343160000</lastTradeTime>
#                 <volume>47711254</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4729131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/MSFT</quoteDetails>
#         </Position>
#         <Position>
#             <positionId>23971131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>MSFT</symbol>
#             </Product>
#             <symbolDescription>MSFT</symbolDescription>
#             <dateAcquired>-57600000</dateAcquired>
#             <pricePaid>0</pricePaid>
#             <commissions>0</commissions>
#             <otherFees>0</otherFees>
#             <quantity>-10</quantity>
#             <positionIndicator>TYPE5</positionIndicator>
#             <positionType>SHORT</positionType>
#             <daysGain>1.30</daysGain>
#             <daysGainPct>-0.4439</daysGainPct>
#             <marketValue>-291.5</marketValue>
#             <totalCost>0</totalCost>
#             <totalGain>-291.5</totalGain>
#             <totalGainPct>0</totalGainPct>
#             <pctOfPortfolio>-0.0026</pctOfPortfolio>
#             <costPerShare>0</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>-0.13</change>
#                 <changePct>-0.4439</changePct>
#                 <lastTrade>29.15</lastTrade>
#                 <lastTradeTime>1343160000</lastTradeTime>
#                 <volume>47711254</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/23971131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/MSFT</quoteDetails>
#         </Position>
#         <Position>
#             <positionId>4725131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>RBL</symbol>
#             </Product>
#             <symbolDescription>RBL</symbolDescription>
#             <dateAcquired>1335250800000</dateAcquired>
#             <pricePaid>1</pricePaid>
#             <commissions>5</commissions>
#             <otherFees>0</otherFees>
#             <quantity>2</quantity>
#             <positionIndicator>TYPE2</positionIndicator>
#             <positionType>LONG</positionType>
#             <daysGain>-0.52</daysGain>
#             <daysGainPct>-1.0252</daysGainPct>
#             <marketValue>50.20</marketValue>
#             <totalCost>7</totalCost>
#             <totalGain>43.20</totalGain>
#             <totalGainPct>617.1428</totalGainPct>
#             <pctOfPortfolio>0.0004</pctOfPortfolio>
#             <costPerShare>3.5</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>-0.26</change>
#                 <changePct>-1.0252</changePct>
#                 <lastTrade>25.10</lastTrade>
#                 <lastTradeTime>1343159760</lastTradeTime>
#                 <volume>11827</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4725131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/RBL</quoteDetails>
#         </Position>
#         <Position>
#             <positionId>20841131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>RPI</symbol>
#             </Product>
#             <symbolDescription>RPI</symbolDescription>
#             <dateAcquired>1335250800000</dateAcquired>
#             <pricePaid>7.5599</pricePaid>
#             <commissions>5</commissions>
#             <otherFees>45</otherFees>
#             <quantity>2</quantity>
#             <positionIndicator>TYPE2</positionIndicator>
#             <positionType>LONG</positionType>
#             <daysGain>0</daysGain>
#             <daysGainPct>0</daysGainPct>
#             <marketValue>2.8599</marketValue>
#             <totalCost>65.12</totalCost>
#             <totalGain>-62.2599</totalGain>
#             <totalGainPct>-95.6081</totalGainPct>
#             <pctOfPortfolio>0.00</pctOfPortfolio>
#             <costPerShare>32.56</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>0</change>
#                 <changePct>0</changePct>
#                 <lastTrade>1.43</lastTrade>
#                 <lastTradeTime>1343150700</lastTradeTime>
#                 <volume>1803</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/20841131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/RPI</quoteDetails>
#         </Position>
#         <Position>
#             <positionId>4732131</positionId>
#             <Product>
#                 <expiryDay>0</expiryDay>
#                 <expiryMonth>0</expiryMonth>
#                 <expiryYear>0</expiryYear>
#                 <securityType>EQ</securityType>
#                 <strikePrice>0</strikePrice>
#                 <symbol>RXD</symbol>
#             </Product>
#             <symbolDescription>RXD</symbolDescription>
#             <dateAcquired>1335250800000</dateAcquired>
#             <pricePaid>1</pricePaid>
#             <commissions>2.99</commissions>
#             <otherFees>0.0099</otherFees>
#             <quantity>-3</quantity>
#             <positionIndicator>TYPE5</positionIndicator>
#             <positionType>SHORT</positionType>
#             <daysGain>-1.296</daysGain>
#             <daysGainPct>2.6799</daysGainPct>
#             <marketValue>-49.6559</marketValue>
#             <totalCost>0</totalCost>
#             <totalGain>-49.6559</totalGain>
#             <totalGainPct>-827.60</totalGainPct>
#             <pctOfPortfolio>-0.0004</pctOfPortfolio>
#             <costPerShare>0</costPerShare>
#             <todayCommissions>0</todayCommissions>
#             <todayFees>0</todayFees>
#             <todayPricePaid>0</todayPricePaid>
#             <todayQuantity>0</todayQuantity>
#             <Quick>
#                 <change>0.432</change>
#                 <changePct>2.6799</changePct>
#                 <lastTrade>16.552</lastTrade>
#                 <lastTradeTime>1343157480</lastTradeTime>
#                 <volume>2200</volume>
#             </Quick>
#             <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4732131</lotsDetails>
#             <quoteDetails>https://apisb.etrade.com/v1/market/quote/RXD</quoteDetails>
#         </Position>
#         <totalPages>1</totalPages>
#     </AccountPortfolio>
# </PortfolioResponse>
# 

set xml [new_CkXml]

CkXml_LoadXml $xml [CkHttpResponse_bodyStr $resp]
puts [CkXml_getXml $xml]

set accountId [CkXml_GetChildIntValue $xml "AccountPortfolio|accountId"]
set i 0
set count_i [CkXml_NumChildrenHavingTag $xml "AccountPortfolio|Position"]
while {$i < $count_i} {
    CkXml_put_I $xml $i
    set positionId [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|positionId"]
    set expiryDay [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|Product|expiryDay"]
    set expiryMonth [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|Product|expiryMonth"]
    set expiryYear [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|Product|expiryYear"]
    set securityType [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|Product|securityType"]
    set strikePrice [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|Product|strikePrice"]
    set symbol [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|Product|symbol"]
    set symbolDescription [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|symbolDescription"]
    set dateAcquired [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|dateAcquired"]
    set pricePaid [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|pricePaid"]
    set commissions [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|commissions"]
    set otherFees [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|otherFees"]
    set quantity [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|quantity"]
    set positionIndicator [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|positionIndicator"]
    set positionType [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|positionType"]
    set daysGain [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|daysGain"]
    set daysGainPct [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|daysGainPct"]
    set marketValue [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|marketValue"]
    set totalCost [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|totalCost"]
    set totalGain [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|totalGain"]
    set totalGainPct [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|totalGainPct"]
    set pctOfPortfolio [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|pctOfPortfolio"]
    set costPerShare [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|costPerShare"]
    set todayCommissions [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|todayCommissions"]
    set todayFees [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|todayFees"]
    set todayPricePaid [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|todayPricePaid"]
    set todayQuantity [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|todayQuantity"]
    set change [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|Quick|change"]
    set changePct [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|Quick|changePct"]
    set lastTrade [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|Quick|lastTrade"]
    set lastTradeTime [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|Quick|lastTradeTime"]
    set volume [CkXml_GetChildIntValue $xml "AccountPortfolio|Position[i]|Quick|volume"]
    set lotsDetails [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|lotsDetails"]
    set quoteDetails [CkXml_getChildContent $xml "AccountPortfolio|Position[i]|quoteDetails"]
    set i [expr $i + 1]
}
set totalPages [CkXml_GetChildIntValue $xml "AccountPortfolio|totalPages"]

puts "Success."

delete_CkHttp $http
delete_CkJsonObject $jsonToken
delete_CkHttpResponse $resp
delete_CkXml $xml